INSIRO
Take the tour Start Building AgentStart building
CRM integration

Salesflare integration for AI agents

Insiro connects AI agents to Salesflare so they can act in it under your rules. Salesflare is a CRM platform designed for B2B sales teams to manage pipelines and automate data entry. It helps businesses build better customer relationships with smart insights and effortless tracking. Every Salesflare action runs through Insiro's governed gateway, using each person's own connection (API key).

Connect Salesflare All integrations

What can AI agents do with Salesflare?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Salesflare.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Salesflare logo SalesflareInsiroGmail

Example: Salesflare → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Salesflare

Can Insiro AI agents use Salesflare?

Yes. Insiro connects AI agents to Salesflare through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Salesflare access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Salesflare?

Salesflare connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Salesflare read-only for agents?

Yes. In Insiro Governance, set Salesflare to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

Related crm integrations

HubSpot logoHubSpotCRMHubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate…Pipedrive logoPipedriveCRMPipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It…Salesforce logoSalesforceCRMSalesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes…Apollo logoApolloCRMApollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use…Attio logoAttioCRMAttio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams…Acculynx logoAcculynxCRMAccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead…

All CRM integrations

Put Salesflare to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

Start Building Agent Take the 2-minute tour
  • 13governance checks on every agent tool call
  • 1,700+SaaS apps agents can act in
  • 30+data dialects for plain-English questions